Skip to content
Disclosery

LPL Financial LLC: TAP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on TAP, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 101,779 TAP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,779 shares
    Change vs previous 13F +7,686 shares

    <0.01% of the 13F portfolio, value $3,965,316.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 94,093 shares
    Change vs previous 13F +32,184 shares

    <0.01% of the 13F portfolio, value $4,051,646.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 61,909 shares
    Change vs previous 13F -554,149 shares

    <0.01% of the 13F portfolio, value $2,889,899.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 616,058 shares
    Change vs previous 13F -112,239 shares

    0.01% of the 13F portfolio, value $27,876,610.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 728,297 shares
    Change vs previous 13F -5,876 shares

    0.01% of the 13F portfolio, value $35,023,781.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 734,173 shares
    Change vs previous 13F +16,581 shares

    0.02% of the 13F portfolio, value $44,689,128.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 717,592 shares
    Change vs previous 13F +131,276 shares

    0.02% of the 13F portfolio, value $41,132,393.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 586,316 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $33,724,910.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).